Skip to main content

About your Search

20121101
20121101
Search Results 0 to 4 of about 5
CNBC
Nov 1, 2012 6:00am EDT
and barack obama according to the polls is going to win california and as he should. there are a lot of supporters. he's a great individual, but i think at the margin when people are focused on small business and growth and opportunities for small business entrepreneurs and reducing regulation i think people do think about different options. >> do you worry about regulation in the tech sector? one of its last industries that probably doesn't have nearly the same regulation as many of the other industries. >> as i sit here today, i don't worry about it, but one of the things i worry about is, one of the areas of investment we're excited about spending more time on is what i call the asset light generation and if you look at the fact that you can walk out your apartment door in the morning, with your smartphone and your tablet, and you've got, in effect have cash on your phone, your media library on the phone, you can get news and information, a taxi, all sorts of things, a hotel room, i think one of the things i worry about is the regulation of some of these companies that are putting
CNBC
Nov 1, 2012 6:00pm EDT
. yahoo! has finally got game. she's got horse sense. earnings in california. >> caller: from sunniville, calling about netflix. >> not too happy. here is my take. i think netflix is a sell sell sell. i think this is going to be a lot more like color rox where he called the top, not the bottom. clorox ha creeped up. let's go carlos in florida. >> caller: how you doing? >> very good. >> caller: very good. i have got bioreference laboratories. >> i have always liked the companies. very much beginning of the pick and shovel business. i think it should be bought this week. frank in maryland. >> caller: boo-yah, jim. i'm calling about hcbk. >> it's taken over. it's done. already done. let's go aaron in washington. aaron? >> caller: hi, jim. how you doing? >> okay. how about you? >> caller: you're my kind of crazy and i love your show. i know you don't like what i bought. i was wondering what you currently have views for. a high depth company and the possibility of a buy out with albertsons. >> i think that the company has tremendous source. it just has too much dead. if you refinance the debt
CNBC
Nov 1, 2012 7:00pm EDT
over the country as far as canada and california. i think we ought to really compliment the utilities for the job they're doing. >> believe me, i'm not criticizing the men, the workers, the women. i'm not criticizing that. i'm not even criticizing you. i'm criticizing this crazy system. michelle and i talked about this last evening. get these bottlenecks, you get the national emergencies, and in comes the infrastructure problem and you ask yourself doctor. and today a lot of angry new yorkers are asking themselves why.doctor. and today a lot of angry new yorkers are asking themselves why. >> the second night in a row where you for example say we should compliment the utility industry. our issue isn't with the industry. it's with the politicians who don't allow prices to go to places that would improve infrastructure and when everything fails, they blame the utilities. so it becomes a pumping bag when in fact you're probably not necessarily the problem. >> it's not a small price tag. you're talking about between $500 billion to $600 billion to bring it up to modern standards with digit
CNBC
Nov 1, 2012 5:00pm EDT
the earnings coming up are concerning? >> yes, i think when the margins get to a given point, california was a good example, when prices get so high, and margins get so high, at a given point, you have to be brave enough to step back and worry about the next move being down. seasonally that would happen anyway, typically at this time of year, the main demand season being summer is over, we have easier gasoline regulations, the specifications goes to winter grade which is easier to make. it wasn't the most heroic call to go neutral. we did get this unfortunate and tragic additional issue with refining, which, of course, is the tragedy we've had over the past few days in the northeast. >> let's talk about one of the names on your coverage list. phillip 66 is one of the names we talked about yesterday morning. it looked like a fantastic quarter, the stock had a tremendous run. we're right around all time highs, to me, valuation is very reasonable here. does psx have room to run from 47 and a half? >> yeah, we love it. we think 'a good story. every independent refiner that you can own, and y
CNBC
Nov 1, 2012 9:00am EDT
it is here and if you're watching us in california, the midwest, you probably don't get it. i think when you think about it, this may in fact if he goes ahead with this, be the biggest disaster of his entire 12 years. >> you're talking about draining the city of resources that could be used elsewhere. explain the soul train screen behind you at your desk. >> that was the passing of don cornielias, somebody helped me put that up there and it's still up there. >> a nice tribute to an amazing man. that means we're going to watch you dance in the future. let's get a quick flash from bertha coombs. >> conway, the truck leasing company says it's too early to tell, but pre sandy on monday and tuesday, their volumes were down significantly and that is going to have an impact. 9 to 10% compared to same days in october last year. they're not sure how much they might see a pick-up following sandy as we see things start to pick-up and extra supplies start to come in. a lot of companies trying to sort that out. >> yes, gm saying they're still trying to quantify how sandy may have affected the month. rick
Search Results 0 to 4 of about 5